Helena Wray founded Vesper in 2009 after twelve years at a large bank. We stay small on purpose: one flat fee, and the same people every year.
Founded
2009
Households
180
Assets under advice
$640M
Fee model
Flat yearly fee
Office
Chicago, Illinois
Fiduciary duty
Always, in writing
Certified planners
Two on staff
Tax specialist
One on staff
Commissions
None
Client reviews
Four a year
Helena Wray
Founder and senior planner
Julian Osei
Investment advisor
Mina Takeda
Tax specialist